Understanding the Positions Section
The Positions section (represented by the House icon) provides a transparent, real-time look at every asset currently held in your brokerage account. This view is designed to give you a granular understanding of your exposure and the performance of individual holdings.
Real-Time Account Overview
At the top of the Positions view, you can see a snapshot of your account's current financial standing. This includes:
Net Liquidation
Cash Balance
Gross Position
Buying Power
Position Count
Detailed Holdings Table
Beneath the account summary, you will find a comprehensive table detailing your specific positions. This table tracks the following data points for every asset:
Symbols (Tickers)
% of Total Account Value
Unrealized P&L (USD)
MKT Value (USD)
Quantity
Currency
Instrument (Stock, Option)
Customization and Reporting
The Positions section is built for flexibility, allowing you to view and manage your data as needed:
Edit and Adjust Columns: You can customize the table view to prioritize the metrics that matter most to you.
Export Data: For external analysis or record-keeping, you can export all your current position data in CSV form.